Wealth Management

PRIMESolutions Advisors utilizes a comprehensive Investment Management and Financial Planning Strategy, which effectively combines our resources and our analytical skills. We rigorously screen and research investment opportunities for the criteria that best suits the individual clients needs, then select the most appropriate from a wide selection of non-proprietary, no-load/load waived mutual funds, as well as the broad equity and ﻿bond marketplace.

In order to prescribe any Financial Advice, we will need to diagnose your financial situation.

1st Step: Complete the Client Information Sheet. We will review the information and discuss your short and long term objectives.

2nd Step: Together we will review the advantages and disadvantages to a variety of planning and investment options.

3rd Step: Implement the options that you select.

4th Step: Continuously monitor and make adjustments to those options as your life changes.